GAYDEN FAMILY FOUNDATION TR: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GAYDEN FAMILY FOUNDATION TR (EIN 75-6563143)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201221329349101222
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T11:43:49-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 VICTORY AVENUE SUITE 2000 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756563143 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gayden Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % STACY BROCK | InCareOfName |
| Name Control | GAYD | NameControl |
| Phone | 9727018377 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13727 Noel Road | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75240 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM GAYDEN | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2012-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2149698000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 21491668 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1775630 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 380 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 380 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 474370 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 474370 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 946213 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2124643 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 946213 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 3196593 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1420963 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 5000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2500 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2500 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 223 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 223 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 25138 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 15138 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 30361 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 17861 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2500 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1144000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1144000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1174361 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 17861 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1146500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2022232 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1403102 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 541901 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 53697 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 53697 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 20959366 | InvestmentsOtherBOY |
| Investments Other EOY | 21437971 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 21437971 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 21501267 | TotalAssetsBOY |
| Total Assets EOY | 21491668 | TotalAssetsEOY |
| Total Assets EOYFMV | 21491668 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 21501267 | CapitalStockBOY |
| Capital Stock EOY | 21491668 | CapitalStockEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 21501267 | TotalNetAssetsBOY |
| Total Net Assets EOY | 21491668 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 21501267 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 21491668 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 21501267 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2022232 | ExcessOfRevenueOverExpenses |
| Subtotal | 23523499 | Subtotal |
| Other Decreases | 2031831 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 21491668 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (27 entries)
| Description Of AssetDescriptionOfAsset | Gain Or LossGainOrLoss | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|
| TOTAL LONG TERM CAPITAL GAIN DIVIDENDS | 41080 | |||||
| 2,300 SHS CH ROBINSON | 151340 | 2011-01-10 | 182144 | 30804 | 151340 | |
| 375 SHS CME | 92625 | 2011-01-10 | 118616 | 25991 | 92625 | |
| 4,000 SHS EXPRESS SCRIPTS | 193083 | 2011-01-10 | 225148 | 32065 | 193083 | |
| 10,000 SHS GLOBAL PAYMENTS | 102805 | 2011-01-13 | 470695 | 367890 | 102805 | |
| 10,000 SHS ENCANA | 88440 | 2011-03-07 | 320354 | 231914 | 88440 | |
| 2,000 SHS GEN PROBE | 69956 | 2011-05-23 | 161230 | 91274 | 69956 | |
| 1,500 SHS IDEXX LABORATORIES | 71692 | 2011-05-23 | 117984 | 46292 | 71692 | |
| 100 SHS CH ROBINSON | 2306 | 2011-01-10 | 7919 | 5613 | 2306 | |
| 1,600 SHS CH ROBINSON | 55102 | 2011-01-10 | 126709 | 71607 | 55102 | |
| 125 SHS CME GROUP, INC. | 15949 | 2011-01-10 | 39539 | 23590 | 15949 | 2009-02-26 |
| 300 SHS GLOBAL PAYMENTS, INC. | 2355 | 2011-01-13 | 14121 | 11766 | 2355 | 2010-06-23 |
| 800 SHS GLOBAL PAYMENTS, INC. | 8225 | 2011-01-13 | 37656 | 29431 | 8225 | 2009-06-04 |
| 1,500 SHS ENCANA | 5098 | 48071 | 42973 | 5098 | ||
| 100 SHS GEN PROBE | 3100 | 2011-05-23 | 8061 | 4961 | 3100 | 2010-11-03 |
| 400 SHS GEN PROBE | 7923 | 2011-04-26 | 27581 | 19658 | 7923 | 2010-03-30 |
| 400 SHS IDEXX LABORATORIES | 19118 | 2011-05-23 | 31462 | 12344 | 19118 | 2008-12-18 |
| 300 SHS VERISK ANALYTICS | 438 | 2011-07-12 | 10249 | 9811 | 438 | 2011-02-25 |
| 500 SHS VERISK ANALYTICS | 2988 | 2011-07-12 | 17082 | 14094 | 2988 | 2010-03-29 |
| 1,000 SHS VERISK ANALYTICS | 5425 | 2011-07-19 | 33474 | 28049 | 5425 | 2010-02-09 |
| 1,000 SHS SONOVA HOLDINGS | -8396 | 2011-07-22 | 19136 | 27532 | -8396 | 2011-03-03 |
| 300 SHS PATTERSON DENTAL | 209 | 2011-08-26 | 7947 | 7738 | 209 | 2010-09-02 |
| 1,700 SHS PATTERSON DENTAL | 8333 | 2011-08-26 | 45035 | 36702 | 8333 | |
| 200 SHS EXXON MOBIL | 459 | 2011-09-22 | 13890 | 13431 | 459 | 2008-10-15 |
| 300 SHS STRYKER | -2005 | 2011-10-19 | 14941 | 16946 | -2005 | 2011-07-25 |
| 200 SHS STRYKER | 238 | 2011-10-19 | 9611 | 9373 | 238 | 2005-12-15 |
| 100 SHS METTLER-TOLEDO INTERNATIONAL | 8327 | 2011-11-15 | 15990 | 7663 | 8327 | 2008-11-08 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 946213 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 926663 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 18970552 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048847 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 460000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 14477153 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.031774 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 721550 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 16514015 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.043693 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 615225 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 14444096 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.042594 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 466675 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10067570 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.046354 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.213262 | TotalDistributionRatio |
| Average Distribution Ratio | 0.042652 | AverageDistributionRatio |
| Net Noncharitable Assets | 22631631 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 965284 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 14031 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 979315 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1146500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 14031 | InvestmentIncomeExciseTax |
| Subtotal | 14031 | Subtotal |
| Tax Based On Investment Income | 14031 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 12068 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 12068 | TotalCreditsAndPayments |
| Tax Due | 1963 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STACY BROCK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9726281678 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13727 NOEL ROAD SUITE 500 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | true | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| WILLIAM K GAYDEN | ||||||||
| 13727 NOEL ROAD 500 | DALLAS | TX | 75240 | CO-TRUSTEE | 1.0 | 0 | 0 | 0 |
| CYNTHIA N GAYDEN | ||||||||
| 13727 NOEL ROAD 500 | DALLAS | TX | 75240 | CO-TRUSTEE | 1.0 | 0 | 0 | 0 |
| ELIZABETH G WILLIAMS | ||||||||
| 13727 NOEL ROAD 500 | Dallas | TX | 75240 | CO-TRUSTEE | 1.0 | 0 | 0 | 0 |
| KATHERINE G KEENAN | ||||||||
| 13727 NOEL ROAD 500 | Dallas | TX | 75240 | CO-TRUSTEE | 1.0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 21943618 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1032657 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 22976275 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 22976275 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 344644 | CashDeemedCharitable |
| Net Noncharitable Assets | 22631631 | NetNoncharitableAssets |
| Minimum Investment Return | 1131582 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1131582 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 14031 | TaxBasedOnInvestmentIncome |
| Total Tax | 14031 | TotalTax |
| Distributable Amount Before Adj | 1117551 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1117551 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1117551 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1146500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 1146500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 14031 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1132469 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1117551 | DistributableAmountAsAdjusted |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Qualifying Distributions | 1146500 | QualifyingDistributions |
| Applied To Current Year | 1117551 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 28949 | RemainingDistriFromCorpus |
| Total Corpus | 28949 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 28949 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 28949 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM K GAYDEN | ContributingManager |
| Contributing Manager | CYNTHIA N GAYDEN | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (36 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION OF GREATER DALLAS | ||||||||
| 4144 N CENTRAL EXPRESSWAY | SUITE 750 | DALLAS | TX | 75204 | NONE | 501(c)(3) | GENERAL FUNDING | $1,000 |
| AUSTIN PRESBYTERIAN THEOLOGICAL SEMINARY | ||||||||
| 100 EAST 27TH STREET | AUSTIN | TX | 78705 | NONE | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| AUSTIN STREET SHELTER | ||||||||
| PO DRAWER G | DALLAS | TX | 75208 | NONE | 501(C)(3) | GENERAL FUNDING | $10,000 | |
| BAYLOR HEALTH CARE SYSTEM FOUNDATION | ||||||||
| 3600 GASTON AVENUE | BARNETT TOWER SUITE 100 | DALLAS | TX | 75246 | NONE | 501(C)(3) | GENERAL FUNDING | $4,000 |
| CARNEGIE INSTITUTION OF WASHINGTON | ||||||||
| 1530 P ST NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL FUNDING GIANT MAGELLAN TELESCOPE PROJECT | $500,000 | |
| CASETA | ||||||||
| 14070 PROTON ROAD | SUITE 100 LB 9 | DALLAS | TX | 75244 | NONE | 501(C)(3) | GENERAL FUNDING | $5,000 |
| CHILDREN'S MEDICAL CENTER | ||||||||
| 2777 STEMMONS FREEWAY | SUITE 1025 | DALLAS | TX | 75207 | NONE | 501(C)(3) | GENERAL FUNDING | $15,000 |
| DALLAS CASA | ||||||||
| 2815 GASTON AVENUE | DALLAS | TX | 75226 | NONE | 501(C)(3) | GENERAL FUNDING | $2,000 | |
| THE DALLAS WOMAN'S CLUB FOUNDATION | ||||||||
| 7000 PARK LANE | DALLAS | TX | 75225 | NONE | 501(C)(3) | SCHOLARSHIP | $2,000 | |
| FOOD ALLERGY & ANAPHYLAXIS NETWORK | ||||||||
| 10400 EATON PLACE | SUITE 107 | FAIRFAX | VA | 22030 | NONE | 501(C)(3) | GENERAL FUNDING | $15,000 |
| GENESIS WOMAN'S SHELTER | ||||||||
| PO DRAWER G | DALLAS | TX | 75208 | NONE | 501(C)(3) | GENERAL FUNDING | $17,500 | |
| GEORGE W BUSH PRESIDENTIAL CENTER | ||||||||
| PO DRAWER G | DALLAS | TX | 75208 | NONE | 501(C)(3) | GENERAL FUNDING | $1,000 | |
| HIGHLAND PARK PRESBYTERIAN DAY SCHOOL | ||||||||
| 3821 UNIVERSITY BLVD | DALLAS | TX | 75205 | NONE | 501(C)(3) | GENERAL FUNDING | $10,000 | |
| HIGHLAND PARK PRESBYTERIAN CHURCH | ||||||||
| 3821 UNIVERSITY BLVD | DALLAS | TX | 75205 | NONE | 501(C)(3) | GENERAL FUNDING | $185,000 | |
| HOCKADAY SCHOOL | ||||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | NONE | 501(C)(3) | ANNUAL FUND | $1,500 | |
| HUMANE SOCIETY OF NORTH TEXAS | ||||||||
| 1830 EAST LANCASTER | FORT WORTH | TX | 76103 | NONE | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| INTOUCH MINISTRIES | ||||||||
| PO BOX 7900 | ATLANTA | GA | 30357 | NONE | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| KAPPA ALPHA THETA FOUNDATION | ||||||||
| 8740 FOUNDERS ROAD | INDIANAPOLIS | IN | 46268 | NONE | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| MAD FOR PLAID | ||||||||
| 4201 GRASSMERE LANE | DALLAS | TX | 75205 | NONE | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| MEMORIAL ASSISTANCE MINISTRIES | ||||||||
| 1625 BLALOCK ROAD | HOUSTON | TX | 77080 | NONE | 501(C)(3) | GENERAL FUNDING | $10,000 | |
| NATIONAL ECZEMA ASSOCIATION | ||||||||
| 4460 REDWOOD HIGHWAY | SUITE 16 - BOX D | SAN RAFAEL | CA | 949031953 | NONE | 501(C)(3) | GENERAL FUNDING | $15,000 |
| THE NAVY SEAL FOUNDATION | ||||||||
| 1619 D STREET | BLDG 5326 | VIRGINIA BEACH | VA | 23459 | NONE | 501(C)(3) | GENERAL FUNDING | $20,000 |
| PANHANDLE PLAINS HISTORICAL SOCIETY | ||||||||
| 2503 FOURTH AVENUE | WTAMU BOX 60967 | CANYON | TX | 79016 | NONE | 501(C)(3) | MUSEUM | $20,000 |
| PRESBYTERIAN SCHOOL | ||||||||
| 5300 MAIN STREET | HOUSTON | TX | 77004 | NONE | 501(C)(3) | GENERAL FUNDING | $10,000 | |
| SALVATION ARMY | ||||||||
| 6500 HARRY HINES BLVD | DALLAS | TX | 75235 | NONE | 501(C)(3) | GENERAL FUNDING OK, TN, & TX DISASTER RELIEF | $100,000 | |
| THE SENIOR SOURCE | ||||||||
| 3910 HARRY HINES BLVD | DALLAS | TX | 75219 | NONE | 501(C)(3) | GENERAL FUNDING | $10,000 | |
| SOUTHWESTERN MEDICAL FOUNDATION | ||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 753909009 | NONE | 501(C)(3) | GENERAL FUNDING | $100,000 | |
| SPCA OF TEXAS | ||||||||
| 2400 LONE STAR DR | DALLAS | TX | 75212 | NONE | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| THE STEWPOT | ||||||||
| 408 PARK AVENUE | DALLAS | TX | 75201 | NONE | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| STRAYDOG INC | ||||||||
| PO BOX 1465 | GUN BARREL CITY | TX | 75147 | NONE | 501(C)(3) | GENERAL FUNDING | $10,000 | |
| TREASURE STREET | ||||||||
| TEXAS SCOTTISH RITE HOSPITAL | 2222 WELBORN STREET | DALLAS | TX | 75219 | NONE | 501(C)(3) | GENERAL FUNDING | $5,000 |
| TRINITY RIVER AUDUBON CENTER | ||||||||
| 6500 S LOOP 12 | DALLAS | TX | 75217 | NONE | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| UNITED WAY OF METROPOLITAN DALLAS | ||||||||
| 901 ROSS AVENUE | DALLAS | TX | 75202 | NONE | 501(C)(3) | GENERAL FUNDING | $15,000 | |
| VISITING NURSES ASSOCIATION | ||||||||
| 1440 W MOCKINGBIRD LANE | SUITE 500 | DALLAS | TX | 752474929 | NONE | 501(C)(3) | MEALS ON WHEELS | $10,000 |
| VOICE OF HOPE | ||||||||
| 4120 GENTRY LANE | DALLAS | TX | 75212 | NONE | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| YOUTH BELIEVING IN CHANGE | ||||||||
| 8574 STULTS ROAD | DALLAS | TX | 75243 | NONE | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1144000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $380 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $474,370 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $946,213 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,420,963 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1420963 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (4 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | MR MRS WILLIAM K GAYDEN | 6230 DELOACHE AVENUE | Dallas | TX | 75225 | 699230 | X | X |
| 2 | MR MRS WILLIAM K GAYDEN | 6230 DELOACHE AVENUE | Dallas | TX | 75225 | 472850 | X | X |
| 3 | MR MRS WILLIAM K GAYDEN | 6230 DELOACHE AVENUE | Dallas | TX | 75225 | 323450 | X | X |
| 4 | MR MRS WILLIAM K GAYDEN | 6230 DELOACHE AVENUE | Dallas | TX | 75225 | 280100 | X | X |
Noncash Property NoncashProperty (4 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 4,000 shares of Express Scripts Stock 4,000 shares of CH Robinson Stock 500 shares of CME stock | 699230 | 2011-01-10 |
| 2 | 10,000 shares of Global Payments Stock | 472850 | 2011-01-13 |
| 3 | 10,000 shares of EnCana Stock | 323450 | 2011-03-07 |
| 4 | 2,000 shares of Gen Probe Stock 1,500 shares of IDEXX Lab Stock | 280100 | 2011-05-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $5,000 | Amount |
| Net Investment Income | 2500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2500 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (13 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| DODGE & COX | 1146490 | 1146490 |
| VANGUARD S&P 500 | 7506995 | 7506995 |
| VANGUARD SMALL CAP | 1548024 | 1548024 |
| VANGUARD TOTAL BOND MARKET | 1605920 | 1605920 |
| DODGE & COX INTERNATIONAL | 1282909 | 1282909 |
| CAPITAL COUNSEL | 1472209 | 1472209 |
| TIFF | 1301857 | 1301857 |
| FIDELITY SPARTAN 500 | 769297 | 769297 |
| FIDELITY SPARTAN INTL | 3346695 | 3346695 |
| DFA US SMALL CAP | 1186713 | 1186713 |
| DFA EMERGING MARKETS VALUE | 91510 | 91510 |
| DFA INTERNATIONAL SMALL CAP | 95211 | 95211 |
| ISHARES S&P 500 | 84141 | 84141 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TAX OVER BOOK GAIN ON CONTRIBUTED STOCK | $1,775,630 |
| UNREALIZED BOOK GAIN ON STOCK | $256,201 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $223 | Amount |
| Net Investment Income | 223 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAX WITHHOLDING | $15,138 | 15138 |
| FEDERAL TAX PAYMENTS | $10,000 |
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